Summary of Benefits {{case_id}}
Hello {{agency_name}},
Thank you for submitting the policy validation request for {{surrogate_first_name}}. As the Evidence of Coverage booklet does not outline specific deductible, out-of-pocket, and co-insurance amounts, we will also require the Summary of Benefits (also called Schedule of Benefits) document. This 4–10-page document is readily available on the members portal.
To upload the summary of benefits needed, please login to your ART Risk agency portal, open the Case and navigate to the Operations tab. Here you can upload the required booklet by clicking the green '+ Add Files' button. Please use document type 'General Document'. Once you have uploaded your document, click on the Products tab on the Case and mark the 'Agency: Upload Summary of Benefits' task complete under the Policy Validation product. This will alert the Policy Validation team that the document has been uploaded.
ART Risk Policy Validation Team
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**If you wish to contact us, please do not reply to this message but instead contact Lisa LaBruno and Jennifer May from the Policy Validation Team at Policyvalidations@yourinsuranceresource.com. For specific questions regarding your policy, please reach out to your Dedicated Agent. Replies to this message will not be read or responded to.